That’s the top question I receive when I’m out and about talking about retirement portfolio planning, including some research that our team has been producing since 2021. Beginning in 2022, the ...

Anyone facing required minimum withdrawals from retirement accounts should note there's been a change to calculating those amounts. Starting this year, new IRS life expectancy tables — which are used ...

IRS Publication 590-B has been released, and it includes the updated life expectancy tables used to calculate RMDs from retirement accounts. On Monday, the IRS released the official version of IRS ...

On November 7, 2019, the IRS proposed doing something that it had not done in nearly two decades…update the life expectancy tables used to calculate required minimum distributions by IRA, 401 (k), ...

Agency: "Internal Revenue Service (IRS), Treasury." SUMMARY: This document sets forth final regulations providing guidance relating to the life expectancy and distribution period tables that are used ...

If you're subject to annual required withdrawals from your retirement accounts, be aware that the calculation for those amounts has changed — generally to your advantage. New IRS life expectancy ...

The IRS declared an increase to the average life expectancy in the U.S. at the beginning of the year, making it more important than ever for younger investors to begin planning for retirement early.

The U.S. Centers for Disease Control and Prevention took two years to publish the final U.S. State Life Tables for 2021. The government will use the tables to run programs like Social Security and ...

In the last few months, two of my colleagues’ grandmothers passed away, both past the age of 100. While living such a long life is still an outlier, Americans are, in fact, living longer, despite the ...

Using the modified tables should be generally straightforward for most account owners, although there are a couple of situations that may be trickier this year. One of those instances involves anyone ...